Templates and Training: JaneApp by Annie Frisbie

Templates and Training: JaneApp

Complete step-by-step walkthrough to get your practice set up on Jane, a comprehensive workflow for a typical client, and power user tips and strategies. Includes access codes for the intake and charting templates I've created for Jane and instructions on how to customize them.

What's included?

File Icon 2 files Text Icon 25 text files


About Jane
Sign up for Jane
How to use this module
Usage permissions and copyright
Setting up your practice
Initial setup
Account recommendations
Reminders and Notifications
Emails and Mass Welcome Email & Language
Configuring your schedule
Clinic Info and Locations
Adding your services
Online booking
Practitioner booking settings
Creating shifts
Creating breaks
Creating Intake & Charting templates
Creating an intake form
Consent for care
Charting templates
Client workflow
Charting an encounter
Sending a care plan
Secure messaging
Self pay clients
Fees, Loyalty, Income Categories and Taxes
Payment processing
Tracking payments

About Annie Frisbie

Annie Frisbie has served hundreds of families since becoming an IBCLC in 2011. Her mission is to empower IBCLCs to transform their private practice to increase productivity, reduce stress, improve client communications, and cultivate career longevity through her deeply researched yet accessible books, tools, and services.